himself65/finance-skills
25 skills36.5k installs77.9k starsGitHub
Install
npx skills add https://github.com/himself65/finance-skillsSkills in this repo
1Yfinance DataThe yfinance-data skill guides agents to pull quotes, historical OHLCV, balance sheets, income statements, cash flows, dividends, splits, options chains, earnings, analyst targets, recommendations, institutional holders, news, and screener results via the yfinance library. Workflow checks installation, maps user intent to API methods using a reference table, and executes Python with try/except for rate limits and empty responses. Rules cover multi-ticker downloads, quarterly statement prefixes, intraday range limits, timezone-aware indices, and readable DataFrame output. Agents infer intent from ticker mentions even without explicit finance wording. Data is for research and educational use, not affiliated with Yahoo. Use when users ask for stock prices, financials, options, dividends, analyst ratings, or comparative downloads across tickers.2.2kinstalls2Stock CorrelationThe stock-correlation skill analyzes how equities move together using historical price data from Yahoo Finance through the yfinance library. It routes requests to four sub-skills: co-movement discovery for a single ticker, return correlation for specific pairs, sector clustering for groups, and realized correlation for time-varying or regime-conditional relationships. Default parameters use one year of daily data, Pearson correlation on log returns, a 0.60 threshold, and top ten results. Co-movement discovery builds a peer universe dynamically with yf.screen and EquityQuery rather than hardcoded lists, then ranks peers by absolute correlation. Return correlation reports beta, R-squared, rolling 60-day correlation, and spread z-scores. Sector clustering produces a correlation matrix with hierarchical ordering when scipy is available. Realized correlation compares rolling windows and regime splits such as up days, down days, and high-volatility periods. Results always include lookback period, observation count, and disclaimers that correlation is not causation and past co-movement may not persist. Use when developers ask what correlates with a ticker, how two stocks move together, o.1.9kinstalls3Options PayoffThe options-payoff skill is designed for plot options payoff diagrams and breakeven analysis for calls and puts. Current SPX reference price: --- Step 2: Identify Strategy Type Match to one of the supported strategies below, then read the corresponding section in references/strategies.md. Iron Condor Payoff (expiry) --- Step 4: Render the Widget Use visualize:read_me with modules ["chart", "interactive"] before building. Invoke when the user plots options payoff, breakeven, or call/put strategy diagrams.1.9kinstalls4Generative UiThe generative-ui skill provides Anthropic Imagine design system guidelines for claude.ai show_widget tool rendering interactive HTML and SVG inline in conversations. Step one routes on user verb: how does X work maps to illustrative SVG diagrams, compare options to HTML comparison grids, revenue charts to Chart.js HTML, and compound interest to interactive HTML explainers. Widget structure is strict style then HTML then script for token streaming order. Philosophy demands seamless flat compact widgets without gradients, mesh backgrounds, drop shadows, blur, glow, emoji, or dark outer container backgrounds. Typography uses only weights 400 and 500 with h1 22px, h2 18px, h3 16px, body 16px line-height 1.7, sentence case always. CDN allowlist restricts external scripts to cdnjs, jsdelivr, unpkg, and esm.sh only. CSS variables cover backgrounds, text, borders, fonts, and border-radius adapting to light and dark mode. Text explanations belong in normal response outside the tool; tool output is visual only.1.8kinstalls5Hormuz StraitThe hormuz-strait skill Hormuz Strait Monitor Skill Fetches real-time status of the Strait of Hormuz from the Hormuz Strait Monitor https hormuzstraitmonitor com dashboard API Covers shipping transits oil prices stranded vessels insurance risk diplomatic status global trade impact and crisis timeline This skill is read-only It fetches public dashboard data no authentication required The API returns success true data If success is false or the request fails inform the user the monitor is temporarily unavailable and suggest checking https hormuzstraitmonitor com directly If the user asks for a general status update present all sections If they ask about something specific focus on the relevant section s User Request Data Section Key Fields General status is Hormuz open straitStatus status since description Ship traffic transit count shipCount currentTransits last24h normalDaily percentOfNormal Oil price impact oilPrice brentPrice change24h changePercent24h sparkline Stranded stuck vessels strandedVessels total tankers bulk other changeToday Insurance war risk insurance level warRiskPercent normalPercent multiplier Cargo throughput throughput todayDWT averageDWT percentOfNormal last7.1.8kinstalls6Twitter ReaderThe twitter-reader skill Twitter Skill Read-Only Reads Twitter X for financial research using opencli https github com jackwener opencli a universal CLI tool that bridges web services to the terminal via browser session reuse This skill is read-only It is designed for financial research searching market discussions reading analyst tweets tracking sentiment and monitoring financial news on Twitter X It does NOT support posting liking retweeting replying or any write operations Important opencli reuses your existing Chrome login session no API keys or cookie extraction needed Just be logged into x com in Chrome and have the Browser Bridge extension installed If NOT_INSTALLED install first bash Install opencli globally npm install g jackwener opencli If SETUP_NEEDED guide the user through setup Setup opencli requires Node js 21 and a Chrome browser with the Browser Bridge extension 1 Install the Browser Bridge extension Download the latest opencli-extension-v version zip from the GitHub Releases page https github com jackwener opencli releases Unzip it open chrome extensions in Chrome and enable Developer mode1.7kinstalls7Earnings RecapThe earnings-recap skill distills quarterly or annual earnings releases into concise investor-ready summaries. It extracts revenue, EPS, margins, segment performance, guidance updates, and management commentary themes from filings or press releases. Agents highlight beats or misses versus consensus when data is provided, flag one-time items, and separate operational trends from accounting noise. Output uses scannable bullets suitable for research notes or morning briefings. Use when users want earnings call or press release recaps without reading full transcripts manually.1.7kinstalls8Earnings PreviewThe earnings-preview skill helps agents prepare pre-earnings briefs summarizing consensus estimates, historical surprise patterns, segment drivers, and metrics investors watch ahead of quarterly reports. It structures previews with revenue and EPS expectations, guidance context, and risk factors that could move the stock on release. Agents gather publicly available analyst consensus and prior quarter comparisons while clearly labeling estimates versus verified actuals. The skill supports finance researchers and content authors producing timely earnings season coverage without inventing unpublished company figures.1.7kinstalls9Estimate Analysisestimate-analysis is a stock-research skill that pulls Yahoo Finance analyst estimate data into structured summaries a coding agent can reason over. It shows EPS and revenue estimate distributions across current and next quarter and year, tracks revision trends over 7-, 30-, 60-, and 90-day windows, and counts upward versus downward revisions to gauge breadth. The skill compares growth estimates against industry, sector, and S&P 500 benchmarks and assesses historical beat/miss patterns. Developers reach for estimate-analysis when building fintech features, evaluating a public company before a partnership, or grounding an investment memo with live consensus data instead of manual terminal lookups.1.7kinstalls10Stock LiquidityThe stock-liquidity skill analyzes equity liquidity using bid-ask spreads, volume profiles, order book depth, market impact estimates, and turnover ratios sourced from Yahoo Finance data. It helps traders and researchers estimate trading costs, slippage risk, and whether a position size fits average daily volume constraints. Agents produce structured liquidity briefs rather than inventing market microstructure statistics. The skill triggers when users ask about liquidity, trading costs, spreads, or market impact for specific tickers. Bid-ask spread and volume profile liquidity analysis. Order book depth and market impact estimates. Turnover ratio metrics via Yahoo Finance data. Trading cost and slippage risk framing for tickers. Structured liquidity briefs without invented statistics. Analyze stock liquidity via bid-ask spreads, volume profiles, order book depth, and turnover ratios.1.6kinstalls11Etf PremiumETF Premium is a skill from himself65/finance-skills that answers questions about ETF market price versus net asset value. When triggered, the skill fetches an ETF's current market price and NAV from Yahoo Finance, computes the premium or discount percentage using the price-to-NAV formula, and helps decompose sudden price moves that outpace underlying holdings. Developers and quant engineers reach for ETF Premium when building fintech agents, validating market data pipelines, or debugging why an ETF like SPY, AGG, or BITO diverges from its basket. Trigger phrases include "AGG premium to NAV", "ETF premium screener", and questions about convergence timing or dealer gamma effects on ETF surges.1.6kinstalls12Startup Analysisstartup-analysis is a finance-skills agent workflow that produces comprehensive startup evaluations from three distinct viewpoints. The VC Investor lens covers market opportunity, unit economics, team quality, defensibility, and an investment verdict. The Job Applicant lens examines financial stability, equity value, career growth, culture signals, and an employment verdict. The CEO/Founder lens rates product-market fit, growth efficiency, competitive position, organizational health, and assigns a health grade. Developers reach for startup-analysis when evaluating acquisition targets, job offers at startups, or competitive positioning and need structured verdicts instead of ad-hoc research notes.1.6kinstalls13Company Valuationcompany-valuation is a finance-skills module that estimates intrinsic value for any public company using three proven methods. It pulls 5 years of financials and analyst estimates through yfinance, builds a 5-year DCF with explicit revenue, margin, WACC, and terminal-value assumptions, and applies peer median P/E, EV/Revenue, and EV/EBITDA multiples across 4–6 peers. When a company reports 2 or more segments, the skill runs sum-of-parts (SOTP) analysis. Output includes a blended implied price with method weights, a WACC × g sensitivity matrix, and Bull, Base, and Bear scenarios, with edge-case handling for banks, REITs, pre-revenue, and cyclical names. Developers reach for it during equity research, model checks, or investment memo drafting.1.5kinstalls14Sepa Strategysepa-strategy is a finance-skills agent workflow for developers who actively trade growth stocks and want disciplined entries instead of ad-hoc chart reading. The skill encodes Mark Minervini's SEPA (Specific Entry Point Analysis) framework: trend-template stage analysis, Volatility Contraction Pattern (VCP) recognition, pivot-point breakout checks, and bullish moving-average alignment. It also covers consolidation patterns such as cup-with-handle, flat base, flag, and high tight flag, plus risk-based position sizing before asking whether to buy. Triggers fire on mentions of SEPA, Minervini, superperformance, Stage 2 uptrend, VCP, or growth-stock screening prompts. Reach for sepa-strategy when evaluating a momentum setup's probability and risk—not for fundamental valuation, crypto, or automated brokerage execution. Output is a structured trade thesis aligned to Minervini rules rather than generic market commentary. The skill answers should-I-buy prompts in growth and momentum context by walking bullish stacking, consolidation quality, and risk-based share counts before any order ticket is considered.1.5kinstalls15Saas Valuation Compressionsaas-valuation-compression researches a SaaS company's funding history via web search, then computes ARR-based valuation multiples at each round and explains compression or expansion with a structured framework. The workflow covers data gathering for rounds, valuations, ARR, and lead investors; compression metrics including ARR multiple change and valuation growth decomposition; and cause attribution across macro conditions, growth deceleration, narrative shifts, AI premium, and competitive dynamics. Output includes metric cards, line charts, bar charts, peer comparisons, and a one-sentence prose summary. Developers reach for this skill when comparing round-over-round SaaS multiples during diligence, board prep, or competitive market research.1.5kinstalls16Yc Readeryc-reader is a read-only Y Combinator data skill backed by the yc-oss/api GitHub project. It retrieves company collections including top companies, full directories, currently hiring lists, non-profits, and diversity datasets, plus batch lookups such as Winter 2025 or Summer 2024 cohorts. Filters cover industry segments like fintech, healthcare, and B2B, and tags such as AI, developer tools, SaaS, and climate, with metadata for valid batches and industries. Developers reach for yc-reader when benchmarking competitors, scanning YC hiring trends, or building market maps without scraping YC pages manually.1.5kinstalls17Skill Creatorskill-creator is a meta-skill from himself65/finance-skills for authoring, optimizing, and evaluating Claude Code agent skills. The skill scaffolds new SKILL.md files from scratch, modifies and improves existing skills, runs evals to test skill quality, and benchmarks performance with variance analysis across iterations. Developers reach for skill-creator when they want to codify a repeated workflow, fix a skill that is not triggering correctly, or measure whether skill changes actually improve outcomes. Triggers include create a skill, improve this skill, run evals on, and benchmark this skill across natural language requests.1.4kinstalls18Discord ReaderThe discord-reader skill > # Discord Skill (Read-Only) Reads Discord for financial research using [opencli](https://github.com/jackwener/opencli), a universal CLI tool that bridges desktop apps and web services to the terminal via Chrome DevTools Protocol (CDP). **This skill is read-only.** It is designed for financial research: searching trading server discussions, monitoring crypto/market groups, tracking sentiment in financial communities, and reading messages. It does NOT support sending messages, reacting, editing, deleting, or any write operations. **Important**: opencli connects to the Discord desktop app via CDP - no bot account or token extraction needed. Just have Discord Desktop running. If `NOT_INSTALLED`, install first: ```bash # Install opencli globally npm install -g @jackwener/opencli ``` If `SETUP_NEEDED`, guide the user through setup: ### Setup opencli requires Node.js >= 21. It connects to Discord Desktop via CDP (Chrome DevTools Protocol) - no Browser Bridge extension is needed for the Discord adapter. Two things are required: 1.1.3kinstalls19Finance SentimentThe finance-sentiment skill Finance Sentiment Skill Fetches structured stock sentiment from the Adanos Finance API It is designed for research questions that are easier to answer with normalized sentiment signals than with raw social feeds Use it when the user wants cross-source stock sentiment Reddit X com news Polymarket comparisons buzz bullish percentage mentions trades or trend a quick answer to what is the market talking about Step 1 Ensure the API Key Is Available Current environment status bash python3 PY import os print ADANOS_API_KEY_SET if os getenv ADANOS_API_KEY else ADANOS_API_KEY_MISSING PY If ADANOS_API_KEY_MISSING ask the user to set bash export ADANOS_API_KEY sk_live_ Use the key via the X-API-Key header on all requests Base docs text https api adanos org docs Step 2 Identify What the User Needs Match the request to the lightest endpoint that answers it User Request Endpoint Pattern Notes How much are Reddit users talking about TSLA reddit stocks v1 compare Use mentions buzz_score bullish_pct trend How hot is NVDA on X com x stocks v11.3kinstalls20Telegram ReaderThe telegram-reader skill > # Telegram News Skill (Read-Only) Reads Telegram channels and groups for financial news and market research using [tdl](https://github.com/iyear/tdl), a Telegram CLI tool. **This skill is read-only.** It is designed for financial research: reading channel messages, monitoring financial news channels, and exporting message history. It does NOT support sending messages, joining/leaving channels, or any write operations. If `TDL_NOT_INSTALLED`, install tdl based on the user's platform: | Platform | Install Command | |----------|----------------| | macOS / Linux | `curl -sSL https://docs.iyear.me/tdl/install.sh \| sudo bash` | | macOS (Homebrew) | `brew install telegram-downloader` | | Linux (Termux) | `pkg install tdl` | | Linux (AUR) | `yay -S tdl` | | Linux (Nix) | `nix-env -iA nixos.tdl` | | Go (any platform) | `go install github.com/iyear/tdl@latest` | Ask the user which installation method they prefer. Default to Homebrew on macOS, curl script on Linux. If `AUTH_NEEDED`, guide the user through login. **Login requires interactive input** - the user must enter their phone number and verification code manually.1.3kinstalls21Funda Datafunda-data is a Claude and Cursor agent skill that routes financial research to Funda AI through MCP synthesis and REST data fallbacks. The skill prefers Funda AI's MCP server at https://funda.ai/api/mcp, which exposes a single agent_chat tool for earnings previews, beat-miss decomposition, analyst estimate-revision trends, and SEC filing analysis. When the MCP path declines raw feeds, funda-data falls back to Funda's REST API at https://api.funda.ai/v1 with FUNDA_API_KEY bearer auth across 60+ endpoints covering real-time quotes, intraday candles, options chains, single line items, and bulk downloads. OAuth for the MCP path is automated via claude mcp add. Reach for funda-data when building fintech features, equity research automations, or agent workflows that need analyst synthesis plus deterministic market data without hand-rolling API clients.1.1kinstalls22Linkedin Readerlinkedin-reader is a finance-skills plugin that connects Claude Code to LinkedIn through the opencli CLI, reusing an existing Chrome login via the Browser Bridge extension instead of API keys. The skill reads home-feed posts (author, headline, text, reactions, comments) and searches finance or trading jobs with filters for location, experience, job type, remote/hybrid, date posted, and company. Developers invoke linkedin-reader when they need professional sentiment on tickers, earnings, or hiring trends during research. The skill is strictly read-only and does not post, like, comment, connect, or message. Setup requires Node.js 21+ and opencli doctor verification before queries run.978installs23Tradingview Readertradingview-reader is a Claude Code skill from himself65/finance-skills that connects agents and scripts to TradingView market data, technical indicators, and chart outputs. The skill targets developers building trading dashboards, signal bots, or research automations that need live quotes and historical series without manual browser copying. tradingview-reader lists 518 installs on skills.sh and ranks in the finance-skills collection for agent-side market data retrieval. Reach for this skill when wiring OHLCV feeds, indicator values, or chart snapshots into Python or agent workflows backed by TradingView sources.841installs24Opencli Readeropencli-reader is a finance CLI parsing skill from himself65/finance-skills with 552 installs on skills.sh. It helps developers and agents consume OpenCLI command output and transform raw terminal results into structured data usable in finance scripts and workflows. Developers reach for opencli-reader when building agent pipelines that call OpenCLI for market data, portfolio queries, or trading commands and need reliable parsing instead of brittle regex. The skill sits in a finance-skills bundle alongside other CLI-oriented finance utilities. It assumes OpenCLI is installed and producing output the skill knows how to interpret. Use it during automation tasks where CLI text must become typed records for downstream analysis or reporting.835installs25Hyperliquid ReaderReads Hyperliquid's public info API through opencli for perp/spot prices, funding, open interest, order book, and candles, including funding-arb comparison versus Binance and Bybit. A developer uses it for read-only Hyperliquid market data and funding analysis.306installs